An employer may need to change their direct debit details at some stage of the life of the company retirement plan.
Step 1 Cancel a direct debit
From the Menu tab, select Company details
2. Select Billing
3. Select Cancel on the direct debit mandate to be cancelled
A pop up warning message is presented to confirm the mandate is to be cancelled
4. Click Cancel Mandate
The state of the direct debit updates to Cancelled
Step 2 Set up a new direct debit
Click Add new mandate
By clicking on Add new mandate you will be redirected to a secure service where you can fill in your payment details securely (as seen below).
2. Click link to use a company name
The First name and Last name fields will be replaced by one filed Company name
3. Input details
4. Click Set up Direct Debit button
The system will validate the IBAN and return an error message if the IBAN is not valid
5 If all details are correct, select Confirm to finish setting up your Direct Debit
6 The mandate will now have a state of Created until contributions have been uploaded and collected
